Blog

Jan 31, 2017

How Beauty Consultants Properly Manage Invoices

You already know that a major aspect of making your business work is actually getting paid. However, as an NSD, director, or independent beauty consultant getting paid can come with a few hurdles. You have to be able to accept payments at parties, set up invoices, remember to follow up on bills, and more!

How do you have time for all that accounting?! Don’t you know that you can leap those hurdles and challenges and easily maintain all of your invoices and bills with UnitWise?

What’s UnitWise?

UnitWise is the virtual assistant that everyone in the beauty consulting industry needs. It’s the online management solution specifically designed for NSDs, directors, and independent beauty consultants to help them save time and easily manage their entire business from their smartphones or computers.

In order to simplify business management UnitWise has tons of features to offer for unit management, conference calls, email marketing, accounting, invoicing, billing, and more.

Receipts With UnitWise

Whenever a sale is made, the customer gets a receipt, which can be a little hard to create when you’re hosting a makeup party. That’s why UnitWise allows you to create sales receipts online, right from your smartphone.

A sale can be made safe and securely right on your phone at a party because UnitWise uses ProPray to protect your client’s card information. Your client can type in their debit or credit card information and it won’t be visible to you or stored on your phone, then you can send them a receipt via email.

You can also factor in if you received the payment in cash, or with a check. If the payment is partially paid in cash and the rest is covered with a card then those details can easily be added to the receipt and your records. Receipts and invoices can also be printed.

The receipt will be added to your sales history and will be totaled into a series of financial reports you can generate and access at any time. Plus, the items from your receipt will be automatically taken out of your inventory.

When creating a sales or invoice you can easily search for the products sold by their name or description and add notes about the customer or sale. You can also add memos to the order, which your clients will not be able to see.

Each customer will have their own profile in UnitWise that lists their name, contact information, and sales history, so you can easily keep track of and manage all of your clients.

Invoices With UnitWise

A sales receipt is created when an order is paid in full, and an invoice is created when the order is not paid in full. With UnitWise you can create custom invoices for clients who want to pay for their orders over time.

You can set up a payment plan for each client to pay a certain amount of their bill on either a weekly or monthly basis, with a custom date set for each payment deadline.

When you make an invoice you will receive automatic reminders when the customer’s payment is due, but you can easily turn those notifications off if you do not wish to receive them.

You can also enter historic invoices to enter in a customer’s sales information from the past, and your inventory levels will not be affected.

Also, in order to avoid the hassle of meeting up with your client to receive payments every time an invoice is due, you can create portals on UnitWise for your clients to log into and safely and securely make their payments online.

Manage Your Invoices Like a Pro

What are you waiting for? Sign up for your free 15-day trial with UnitWise today to instantly see how easy it can be to manage all of your receipts, bills, and invoices. Also, you can take advantage of all of the innovative features for managing your social media, financial tracking, inventory management, contact management, and more.

*Content found in the UnitWise blog is for informational purposes only. UnitWise is an independent business with no affiliation to Mary Kay®.